Kristy Cortez, CPA* and Financial Professional; a bilingual professional and has 22 years experience in the financial services and accounting industry. She is a West Texas Native, however relocated to the Austin Area in 1984. She is a graduate of St. Edwards University, with a Bachelors of Business Administration degree with a major in Accounting and a Masters in Business Administration. Kristy is passionate about helping families and businesses build and protect their financial future, through financial organization and discipline. Kristy and her team provide financial services for businesses as well as individuals. Areas of service include, tax strategies, retirement income planning and business planning strategies. Kristy is licensed to sell insurance in Texas.
Financial Representative of Guardian
*Not practicing for Guardian or any subsidiaries or affiliates thereof.